UGI

UGIC

NYSE / Utilities

At close

2026-07-23

Current thesis

Primary-source evidence supports a cautious bull case: year-to-date reportable segment EBIT rose to $1.129 billion from $1.112 billion, available liquidity was about $2.1 billion, net leverage was 3.7x, and management tied long-term value creation to portfolio simplification, gas utility economics, and AmeriGas operational improvement [#8-K-2026-05-07].

Posture

Mixed

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.0.

What can break

AmeriGas turnaround execution remains a live risk; management pointed to ongoing transformation work rather than a completed recovery [#8-K-2026-05-07].

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $35.50 · Bull $40.00 · Bear $28.50

Data freshness

Prices

As of 2026-07-23

Fundamentals

As of 2026-07-23 • Vendor: Data Vendor v1

Scores

As of 2026-07-23 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-08 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-23

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $43.00

Why

Momentum61 · Δ7d +23.6

Value59 · Δ7d -0.0

Sentiment39 · Δ7d -2.4

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+23.6

Δ21d

+28.0

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.0

Δ21d

-0.1

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-2.4

Δ21d

-9.5

Why this grade

Composite grade C. Momentum 61.2 / Value 59.3 / Sentiment 38.8

Fundamentals (TTM)

As of 2026-07-23

Market Cap

$7.92B

Beta

1.09

Shares Out

214.39M

P/E (TTM)

12.1

P/S (TTM)

1.11

P/FCF (TTM)

119.25

Rev YoY

+0.7%

EPS YoY

+6.7%

Gross Margin

+42.5%

Op Margin

+15.1%

Net Debt

$7.21B

Current Ratio

1.00

As of 2026-07-23 • Updated nightlySource: Internal modelMethodology